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Creative Planning FSV Position History
FirstService Corporation • Real Estate
Quarters held
8
Latest value
$1.4M
Q3 2026
Peak value
$3.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $108K |
| Q3 2025 | $2.2M |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.6M |
| Q2 2026 | $60K |
| Q2 2026 | $3.3M |
| Q3 2026 | $28K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 11.1K | — | — |
| Q3 2026 | $28K | 220 | — | — |
| Q2 2026 | $3.3M | 22.9K | — | — |
| Q2 2026 | $60K | 424 | — | — |
| Q1 2026 | $1.6M | 11.3K | — | — |
| Q4 2025 | $1.7M | 10.7K | — | — |
| Q3 2025 | $2.2M | 11.5K | — | — |
| Q3 2025 | $108K | 569 | — | — |
Other funds holding FSV
$295.5M
$278.2M
$264.8M
$258.4M